---
schema_version: "1"
id: d464412832fa5adb135ccba5d4217c4937655fe216e5fd248e7ff1f2e353f723
title: Account Performance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_account_performance_dashboard.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_account_performance_dashboard.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 886f8bdfdb2c42d263dcf73187796232fa70f37ac1acd8792fe0b3aa9481fdb4
description: Use the Account Performance dashboard to gain a comprehensive view of your accounts’ business performance and operational metrics across your entire customer base. Analyze revenue trends, product compliance issues, and customer engagement patterns to assess account health and identify improvement opportunities.
products:
  - Consumer Goods
release: "264"
---
# Account Performance

Use the Account Performance dashboard to gain a comprehensive view of your accounts’ business performance and operational metrics across your entire customer base. Analyze revenue trends, product compliance issues, and customer engagement patterns to assess account health and identify improvement opportunities.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions where where Retail Execution is enabled</td></tr></tbody></table>

The Account Performance dashboard includes these features and metrics:

- Filter the analytics charts and metrics by **Sales Organization**, **Account Priority**, **Account**, **Shipping State**, and other dimensions to customize your view and compare performance.
- View KPIs such as revenue, quantity, visits, high priority visits not completed.
- Click **Compare Weekly Metrics** on the KPI tile to view and compare average weekly KPIs including revenue, quantity, visits, and high-priority visits not completed with the current metrics.
- Click the arrow in the top-right corner of each KPI metric tile to open it in the detailed view.
- Go to the **Overall Performance** section to compare accounts side-by-side and analyze performance trends across your customer base.
    - Select metrics from the Show Account Performance by dropdown menu, such as revenue, visits, out-of-stock occurrences, or product compliance indicators, to focus your analysis.
    - View the current and previous date range labels to understand the time periods the dashboard compares.
    - Use the horizontal bar chart to identify top-performing accounts ranked by the selected metric.
    - Track performance trends via line charts to assess whether accounts are improving or declining.

Click **Back to Overview** button to navigate between detailed metric views and the main dashboard.

- **[Key Performance Indicators in Account Performance Dashboard](https://help.salesforce.com/s/articleView?id=ind.cg_concept_key_performance_indicators_in_account_performance.htm&release=264.0.0&type=5)**  
    Learn more about the key metrics shown in the Account Performance dashboard.